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The Week in Robotics
Robolist · Weekly Intelligence

The Week in Robotics

This week in robotics — sourced, verified, and put in context against our index of 3,727 robots.

Issue 05Week of Aug 15–21, 20269 min read
Unitree's Shanghai IPO closes up 460%, raising $905M; analysts weigh commercial gaps Castelion raises $1B Series C at $13B valuation for hypersonic missiles Nevada approves Tesla, Uber, Waymo permits for up to 8,000 robotaxis in Clark County SoftBank invests $200M in Gravis Robotics' Series A for autonomous construction Robot.com Signs Seven-Year Sodexo Deal, Its Largest Enterprise Deployment Unitree's Shanghai IPO closes up 460%, raising $905M; analysts weigh commercial gaps Castelion raises $1B Series C at $13B valuation for hypersonic missiles Nevada approves Tesla, Uber, Waymo permits for up to 8,000 robotaxis in Clark County SoftBank invests $200M in Gravis Robotics' Series A for autonomous construction Robot.com Signs Seven-Year Sodexo Deal, Its Largest Enterprise Deployment
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01

Boots on the Ground

DEPLOYMENT
Close-up of a silver car's front door and wheel, with "Robotaxi" written in gold script decal on the door panel.Via TechCrunch

Nevada approves Tesla, Uber, Waymo permits for up to 8,000 robotaxis in Clark County

The Nevada Transportation Authority unanimously approved permits Thursday allowing Tesla, Uber, and Waymo to run commercial robotaxi services in Clark County, home to Las Vegas, with a combined ceiling of up to 8,000 vehicles over the next 12 months.

Tesla's permit caps at 5,000 vehicles, Waymo's at 1,000, and Uber's at 1,000, the latter to be operated through partnerships with Motional and Zoox. Tesla's Cybercab chief engineer Eric Early said the company does not expect to hit its ceiling, estimating it would be satisfied reaching roughly 2,500 vehicles in the next year.

Local taxi operators, represented by the Livery Operators Association, opposed the permits, citing oversaturation of the transportation industry and overcrowding of roadways in the Golden Triangle area near the airport and Las Vegas Boulevard.

What it changes This is a permit ceiling, not a fleet on the ground. Tesla's own engineer expects roughly half its 5,000-vehicle cap in year one, and Waymo and Uber's partners (Motional, Zoox) face the same ramp constraints. For buyers, the signal is regulatory: Clark County is now open for multi-operator robotaxi competition, but actual vehicle counts, service areas, and availability will lag the headline numbers for months.
Source: TechCrunch · Aug 21
Six-wheeled delivery robot labeled "Campus Eats Autonomous Delivery, Unit ID: KW8-047" on a sidewalk near students and brick buildings.Via Unite.AI

Robot.com Signs Seven-Year Sodexo Deal, Its Largest Enterprise Deployment

Robot.com has signed a seven-year commercial agreement with Sodexo to expand autonomous delivery across Sodexo-operated college campuses in North America, extending a partnership that began in 2021 and adding a new robot-carried advertising layer, branded R-ads, to the existing delivery fleet.

The deal continues use of Robot.com's Level 4 R-kiwi sidewalk robots, which the company lists with a 12-hour battery and 19-liter cargo compartment, on Sodexo-managed campuses. Sodexo, which the article says serves 80 million consumers daily, was also an early investor in Kiwibot (Robot.com's prior name), joining a roughly $7.5 million pre-Series A round in 2022.

Robot.com says it has deployed more than 500 robots across the US, Canada, Dubai and MENA and completed over 2.5 million tasks. A 2022 expansion of the earlier Kiwibot-Sodexo contract had targeted more than 1,200 robots across 50 US college campuses.

What it changes A seven-year renewal on an existing campus rollout, not a new buyer decision, signals that sidewalk delivery contracts in food service can extend well beyond pilot phases when the operator also holds equity in the vendor. The added advertising layer on the same fleet is worth noting for campus and facilities operators weighing whether delivery robots can carry a second revenue stream without new hardware procurement.
Source: Unite.AI · Aug 20
An aerial rendering showing the VDX vertiport at right and its parkade at leftVia New Atlas

Dubai's VDX becomes world's first certified commercial eVTOL vertiport

Dubai's VDX vertiport, developed by Skyports Infrastructure with the Roads and Transport Authority, has received regulatory certification from the UAE's General Civil Aviation Authority to operate eVTOL aircraft, making it what its developers call the world's first purpose-built commercial vertiport.

VDX will serve as the hub of Dubai's planned Air Taxi network, with additional vertiports under development around the city. Joby Aviation, which signed an exclusive deal for the Dubai market in 2024, will supply and manage the flying taxi fleet, with commercial launch targeted for 2026.

The gap Vertiport certification is infrastructure, not a service. Aircraft certification, fleet deployment, airspace management, and pricing still have to fall into place before anyone buys a seat. Joby supplies the fleet under an exclusive six-year deal, so operators or investors eyeing Dubai's air taxi network have a hub with GCAA sign-off, but no purchasable ticket, route, or vehicle yet.
Source: New Atlas · Aug 19
A delivery drone with a smiley-arrow logo hovers low over rolling green grassland at sunset, its green light illuminated.Via The Robot Report

Amazon to expand Prime Air drone delivery to nearly 500 U.S. cities by end of 2026

Amazon said this week it plans to expand its Prime Air drone delivery service to nearly 500 cities and towns in the U.S. by the end of 2026, calling it a sixfold increase from its current footprint. The service currently operates in cities across seven states, including Arizona, Florida, Kansas, Louisiana, Michigan, Nebraska, and Texas.

Amazon plans to launch soon in the Chicago, Syracuse, Cleveland, Atlanta, and Boise metro areas, with more communities to follow later this year. The company also recently launched Prime Air in Darlington, U.K., its first market outside the U.S., where customers within a 7.5-mile radius of the fulfillment center are eligible for drone delivery.

Prime Air can deliver items up to 5 lb. that fit in a large shoebox, with more than 60% of Amazon's most frequently purchased items eligible, according to the company. Deliveries can arrive in as fast as 30 minutes, with most orders arriving around 60 minutes after checkout.

Source: The Robot Report · Aug 20
02

Follow the Money

INVESTMENT
A humanoid robot with a white body walks on a paved plaza while two people watch from beside a staircase in the background.Via The Robot Report

Unitree's Shanghai IPO closes up 460%, raising $905M; analysts weigh commercial gaps

Unitree Robotics debuted on Shanghai's STAR Market this week, closing its first trading day 460% higher and raising 6.1 billion yuan (around $905 million) in its IPO, which the company says makes it the first major legged robotics company to go public.

Unitree grew from selling just five humanoids in 2023 to 5,215 in 2025, but around 70% of those went to universities and research institutions rather than commercial customers. The company posted a profit of around $41 million in 2025, up from $14 million in 2024 and a $1.6 million loss in 2023.

By comparison, rival UBTech, which went public in Hong Kong in 2023, lost around $104 million last year and sold 1,079 humanoid robots in 2025. Meanwhile, U.S. humanoid maker Agility is reportedly pursuing a SPAC deal valuing it at a $2.5 billion pre-money equity valuation.

What it changes Unitree's IPO validates manufacturing scale, not commercial readiness: most 2025 sales went to universities and labs, not industrial deployments, and durability under real-world conditions remains unproven. Buyers evaluating humanoids for actual work should weigh that volume and profitability don't yet equal field-tested reliability. U.S. buyers also face an added wrinkle: FCC import restrictions on foreign-made mobile robots could limit access to future Unitree models domestically.
Source: The Robot Report · Aug 19
Metal cylindrical rocket motor mounted on a white test stand beam labeled "Castelion," with flame and smoke plume in the background.Via TechCrunch

Castelion raises $1B Series C at $13B valuation for hypersonic missiles

Castelion, a missile startup founded by former SpaceX executives, has raised a $1 billion Series C at a $13 billion valuation, co-led by Andreessen Horowitz, Carlyle, and JPMorgan Chase.

The Torrance, California-based startup, founded in 2022, will use the capital to produce its Blackbeard hypersonic missiles and other weapons at its New Mexico production facility. It has already secured more than $500 million in U.S. military contracts.

The gap Castelion's $1 billion raise funds production of hypersonic missiles for the U.S. military, not commercial or industrial robotics. Its contracts are government-only, its output is weapons systems, and its New Mexico facility serves defense procurement, not general buyers. For anyone sizing a purchase outside that narrow military channel, this changes nothing actionable.
Source: TechCrunch · Aug 20
Excavator labeled "DEVELON" and "REAL-X" on a dirt mound, overlaid with a green 3D terrain-mapping mesh grid, with a worker visible in the background.Via The Robot Report

SoftBank invests $200M in Gravis Robotics' Series A for autonomous construction

Gravis Robotics, a Zurich-based startup spun out of ETH Zurich in 2022, announced that SoftBank is investing $200 million in its Series A round, which the company claimed is the largest in construction robotics history.

Gravis retrofits excavators and other heavy equipment from manufacturers including Caterpillar, Case, Develon, John Deere, JCB, Hitachi, Sumitomo, Yanmar and Volvo with its Gravis Rack autonomous control kit, using AI world models trained on simulated data to bridge the sim-to-real gap for unpredictable jobsite conditions.

The company said it has already deployed its systems across four continents, and was recently chosen to lead an $8 million U.K. government-backed CAM Pathfinder project with Flannery Plant Hire, the country's largest equipment rental provider.

Source: The Robot Report · Aug 17
03

The Number

DATA
42
percent of the robots we track will tell you what they cost
1,567 of 3,727 active robots publish a price. The rest quote on request. Counted from the live index on the day this issue was assembled.
3,727
Active robots tracked
1,838+42
Companies (added this week)
273
Humanoids on the board
How this is made. Every figure here was checked against a primary source or queried live against our own index. Our public count is 3,727 active robots — we hold records flagged as duplicates and do not count those. We drop anything we cannot verify: no AI-invented numbers, no unattributed rumors. When we do not know, we say so.
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